Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,436 | $84,694-39.3% | $73,843-30.3% | $125,392-59.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.71% | 3123.66%-3122.9pp | 2267.91%-2267.2pp | 282.23%-281.5pp |
| Employer contribution / active EE | $911 | $3,123-70.8% | $2,787-67.3% | $4,866-81.3% |
| Participant deferral / active EE | $911 | $3,992-77.2% | $3,583-74.6% | $5,351-83.0% |
| Admin fee / account holder | $2,496 | $5,691-56.1% | $4,880-48.9% | $9,541-73.8% |